Before you start creating invoices on your portal, Start by setting up the three main Default Settings.
A. Finance Emails: This feature enables you to specify the email address of your finance team to receive notifications when the invoice needs to be generated.
To add the finance email, click on the profile Icon on the top right corner of your screen, then select Settings > Finance Emails > and click on the Add Button.
Enter the email(s) (separate multiple emails with commas) and click on update.
B. Invoice Settings:
The Invoice Settings is your Invoice Name and The Bank Details.
To configure the settings for your invoice, on the same page click on Invoice Settings (Under Finance) > click on edit
Add the Name of the Invoice > your bank details for payment > add notes if any > and click on save.
C. Payment Terms: Payment terms specify the details of the expected payment on a sale. They often indicate how long the buyer has to make payment on the purchase. To add Payment terms, click on payment terms list (Under project)> select add new payment term
enter the details> and click on create.
Now that your Finance Settings are Set up, you can proceed to start creating invoices.
Here's a detailed guide to create an invoice and add costs.
